Start 2026 with purpose, clarity, and a solid plan for your business success. In this solo kickoff episode of Getting to the Bottom Line, host Stephanie Smith, CFO and founder of New Light Financial Solutions, shares her expert process for setting realistic and impactful financial goals. Whether you're aiming to increase revenue, streamline expenses, or improve cash flow, this episode walks you through the exact steps to reflect on last year's performance and create a data-driven roadmap for the year ahead.

Stephanie explains why business owners must go beyond vague resolutions and instead focus on measurable targets using real financial data. She covers 16 key drivers of revenue, profit, and cash flow—and introduces a practical worksheet you can use to visualize your goals and track progress throughout the year. If you’ve ever felt overwhelmed by planning or unsure where to start with your numbers, this episode will bring clarity and motivation.

You’ll also get a preview of an exciting new segment coming next week: Cash Flow Confessions, featuring real stories from business owners facing and overcoming financial challenges.

Ready to stop guessing and start winning with your finances? Tune in now and take control of your 2026 goals.

Get my Think Like a CFO Worksheet: https://newlightfs.com/cfoworksheet/

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My name is Stephanie Smith, owner of New Light Financial Solutions, and we help business owners walk the one clear path to generating more cash in their business. To learn more, visit us online at https://newlightfs.com/

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